Service with Fixed Price Billing

SAP Best Practices

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Purpose, Benefits, and Key Process Steps

Purpose Documenting a customer RFQ for services, a notification is created in the system to document and classify the required work.

Benefits Customer Service Management Sales and Service Order Management Cross-Application Time Sheet Inventory Management Fixed Price Billing

Key process flows covered Creating a Service Notification Creating a Quotation (Service Request) Check the Task List Creating a Sales Order Check the Service Order Changing the Service Order Time Recording (211) Confirming Additional Time to the Service Order (optional) Goods Movement Creating the Billing for the Sales Order Closing the Service Order – Technically complete

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Required SAP Applications and Company Roles

Required Enhancement package 5 for SAP ERP 6.0

Company roles involved in process flows Service Agent Sales Administrator Service Employee Billing Administrator

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Detailed Process Description

Service with Fixed Price Billing The quotation is created in referring to the service portfolio offered by the service provider.

This is represented through a range of service products. The prices being offered to the customer consider fixed prices for the quoted services. The negotiation process leads to changes in the final price. The final informative quotation is sent to the customer for approval.

The customer accepts the quotation, a sales order is created and automatically a service order. The service order will contain the resources, time and material, included in the quoted services.

The sales order is billed one time at the final delivery of the services by the total amount accepted in the binding quotation.

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Process Flow DiagramService with Fixed Price Billing

Ser

vice

A

gen

tS

ale

s

Ad

min

istr

ato

r

Bill

ing

A

dm

inis

tra

tor

Eve

nt

Ser

vic

e

Em

plo

yee

Quota-tion accep-ted?

Time Recording

(211)

Create a Service

Notification

Goods Move-ment

No

Create a Quotation (Service Request)

Check the Task List

Create a Sales Order

Check the Service Order

Change the Service Order

Confirm Additional Time to the Service

Order (Optional)

Create the Billing for the Sales Order

Close the Service Order – Technically

Complete

Yes

Acc

ou

nts

P

aya

ble Close the

Service Order –

Business View (189)

Settle the Service Order (189)

Customer Decision

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Legend

Symbol Description Usage Comments

To next / From last Diagram: Leads to the next / previous page of the Diagram

Flow chart continues on the next / previous page

Hardcopy / Document: Identifies a printed document, report, or form

Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines

Financial Actuals: Indicates a financial posting document

Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines

Budget Planning: Indicates a budget planning document

Does not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow lines

Manual Process: Covers a task that is manually done

Does not generally correspond to a task step in a document; instead, it is used to reflect a task that is manually performed, such as unloading a truck in the warehouse, which affects the process flow.

Existing Version / Data: This block covers data that feeds in from an external process

Does not generally correspond to a task step in a document; instead, this shape reflects data coming from an external source; this step does not have any incoming flow lines

System Pass / Fail Decision: This block covers an automatic decision made by the software

Does not generally correspond to a task step in the document; instead it is used to reflect an automatic decision by the system that is made after a step has been executed.

Ext

erna

l to

SA

P

Business Activity / Event

Unit Process

Process Reference

Sub-Process

Reference

Process Decision

Diagram Connection

Hardcopy / Document

Financial Actuals

Budget Planning

Manual Process

Existing Version /

Data

System Pass/Fail Decision

Symbol Description Usage Comments

Band: Identifies a user role, such as Accounts Payable Clerk or Sales Representative. This band can also identify an organization unit or group, rather than a specific role.

The other process flow symbols in this table go into these rows. You have as many rows as required to cover all of the roles in the scenario.

Role band contains tasks common to that role.

External Events: Contains events that start or end the scenario, or influence the course of events in the scenario.

Flow line (solid): Line indicates the normal sequence of steps and direction of flow in the scenario.Flow line (dashed): Line indicates flow to infrequently-used or conditional tasks in a scenario. Line can also lead to documents involved in the process flow.

Connects two tasks in a scenario process or a non-step event

Business Activity / Event: Identifies an action that either leads into or out of the scenario, or an outside Process that happens during the scenario

Does not correspond to a task step in the document

Unit Process: Identifies a task that is covered in a step-by-step manner in the scenario

Corresponds to a task step in the document

Process Reference: If the scenario references another scenario in total, put the scenario number and name here.

Corresponds to a task step in the document

Sub-Process Reference: If the scenario references another scenario in part, put the scenario number, name, and the step numbers from that scenario here

Corresponds to a task step in the document

Process Decision: Identifies a decision / branching point, signifying a choice to be made by the end user. Lines represent different choices emerging from different parts of the diamond.

Does not usually correspond to a task step in the document; Reflects a choice to be made after step execution

<F

unct

ion>

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Appendix

Master Data Used

Service Plant Material/Service Material Sold-to party Ship-to party Payer Plant Storage Location Company Code CO Area Purchasing Organization Sales organization Distribution channel Division Task List Employee Main Work Center Supplier

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